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Job description
Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.
Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family’s century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.
Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today’s entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.
The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.
This position is also available in our San Francisco office.
POSITION SUMMARY
The primary responsibility of theSeniorVice President, Portfolio Manager (“SVP PM”) is to manage client portfolios consisting of equities, fixed income,cashand alternative assets within established investment guidelines. TheSVP,PM will communicate regularly with and make presentations to clients,prospects,and referral sources. TheSVP,PM is also expected tosignificantlyparticipatein and contribute to the firm’s growth through business developmentand widerstrategicalefforts.
PRIMARY RESPONSIBILITIES
Make and implement investment decisions
Maintain asset allocations within client guidelines and department policies
Participate in weekly and monthly investment meetings and communicate regularly with others in the Investment Department
Meet with clients on a regular basis
Communicate with and make presentations to clients, prospects and referral sources
Participate in Business Development initiatives to achieve established goals for new revenues
Work with Client Administrators on shared accounts
DESIRED SKILLS/EXPERIENCE
Bachelor’s degree from an accredited university
MBA from a good business school and CFA designation
10+ years of Portfolio Management and staff experience overseeing diversified global portfolios of equities, bonds and cash
Strong investment research experience
Investment experience with alternative assets a plus
Strong communication, client relationship and business development skills as well as an entrepreneurial spirit
Superior ability to identify and build relationships with qualified prospects
PERSONAL CHARACTERISTICS
Client service focus
Effective verbal and written communication skills
High integrity with a diligent work ethic
Team/people oriented
Highly organized with good time management skills
Meticulous attention to detail
Valid driver’s license and the ability to travel by airplane
COMPENSATION
A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match.
Base salary range: $200,000 - $300,000.
Equal Opportunity Employer
Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.
Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family’s century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.
Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today’s entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.
The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.
This position is also available in our San Francisco office.
POSITION SUMMARY
The primary responsibility of theSeniorVice President, Portfolio Manager (“SVP PM”) is to manage client portfolios consisting of equities, fixed income,cashand alternative assets within established investment guidelines. TheSVP,PM will communicate regularly with and make presentations to clients,prospects,and referral sources. TheSVP,PM is also expected tosignificantlyparticipatein and contribute to the firm’s growth through business developmentand widerstrategicalefforts.
PRIMARY RESPONSIBILITIES
Manage portfolios to achieve client objectives
Make and implement investment decisions
Maintain asset allocations within client guidelines and department policies
Participate in weekly and monthly investment meetings and communicate regularly with others in the Investment Department
Meet with clients on a regular basis
Communicate with and make presentations to clients, prospects and referral sources
Participate in Business Development initiatives to achieve established goals for new revenues
Work with Client Administrators on shared accounts
DESIRED SKILLS/EXPERIENCE
Bachelor’s degree from an accredited university
MBA from a good business school and CFA designation
10+ years of Portfolio Management and staff experience overseeing diversified global portfolios of equities, bonds and cash
Strong investment research experience
Investment experience with alternative assets a plus
Strong communication, client relationship and business development skills as well as an entrepreneurial spirit
Superior ability to identify and build relationships with qualified prospects
PERSONAL CHARACTERISTICS
Strong people skills
Client service focus
Effective verbal and written communication skills
High integrity with a diligent work ethic
Team/people oriented
Highly organized with good time management skills
Meticulous attention to detail
Valid driver’s license and the ability to travel by airplane
COMPENSATION
A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match.
Base salary range: $200,000 - $300,000.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
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Worksite address
menlo park, CA, 94029, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.